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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,630 | $92,219+10.2% | $76,766+32.4% | $135,382-24.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.04% | 5.46%-12.5pp | 2.43%-9.5pp | 519.77%-526.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,360 | $4,508-25.5% | $3,851-12.8% | $5,609-40.1% |
| Admin fee / account holder | $15,476 | $10,749+44.0% | $6,675+131.9% | $10,829+42.9% |